Stocks & Shares ISA
Sustainable tax-free investing
for growth and positive impact.
With investing, your capital is at risk. Tax treatment depends on individual circumstances and is subject to change.
Start investing
from £25
Be confident with actively managed portfolios
Open an ISA or transfer an existing one
Transfer an ISA
Easily transfer your existing ISA to Clim8 in a few simple steps and let it work for you and the planet. With a curated portfolio, optimised for growth and climate impact, you are investing into real solutions for a sustainable future.
Learn moreWith investing, your capital is at risk.
Save and invest tax-free
Thinking about investing? You can open an investment ISA alongside a cash ISA each tax year to take advantage of your £20,000 tax-free allowance.
You must be over 18 and a UK tax resident. Tax treatment depends on individual circumstances and is subject to change.
Why invest in the Clim8 ISA?
- Built by our in-house investment team
- Tailored to your risk profile
- Actively managed
- Only sustainable themes
- Transparent about what’s in your portfolio
How we invest
Tailored to your risk profile
Choose the risk profile most suited to you by selecting from one of three curated options.
Cautious
A lower risk portfolio weighted towards more stable investments
28%
62%
10%
Performance 5.55%
Benchmark 3.65%
Balanced
A portfolio with a balance of risk and reward
55%
36.5%
7%
1.5%
Performance 11.74%
Benchmark 9.89%
Adventurous
A portfolio with more dynamism and a higher risk profile for long-term growth
75%
18%
4%
3%
Performance 17.52%
Benchmark 16.30%
With investing, your capital is at risk. This is an indicative portfolio breakdown. Your breakdown may vary slightly based on your investment amount and adjustments to maximise performance. Performance based on last 12 months up to 30 November 2021. Returns are illustrative only. Past performance is not a reliable indicator of future performance. The portfolios were established on 21 August 2020. Respective benchmarks based on comparative portfolio composition data using MSCI World and the Barclays Global Aggregated Bond Indices. For comparative purposes, the average return of the benchmark net of fees over the last 10 years is 6.30%, 8.95% and 11.58% respectively for the Cautious, Balanced and Adventurous portfolios.
Clim8 performance
Track the past investment performance of our 3 ready-made portfolios and feel confident that you are investing both for impact and growth.
Performance period
20/08/2020 – 11/2021
–Clim8 portfolio
00.0%
Yearly average
–Benchmark
00.0%
Yearly average
The performance is displayed since inception and up to 30 November 2021. Past performance is not a reliable indicator of future performance. For comparative purposes, the average return of the benchmark net of fees over the last 10 years is 6.30%, 8.95% and 11.58% respectively for the Cautious, Balanced and Adventurous portfolios. Performance is stated net of fees, prior to the deduction of tax.
Performance period
20/08/2020 – 11/2021
–Clim8 portfolio
00.0%
Yearly average
–Benchmark
00.0%
Yearly average
The performance is displayed since inception and up to 30 November 2021. Past performance is not a reliable indicator of future performance. For comparative purposes, the average return of the benchmark net of fees over the last 10 years is 6.30%, 8.95% and 11.58% respectively for the Cautious, Balanced and Adventurous portfolios. Performance is stated net of fees, prior to the deduction of tax.
Performance period
20/08/2020 – 11/2021
–Clim8 portfolio
00.0%
Yearly average
–Benchmark
00.0%
Yearly average
The performance is displayed since inception and up to 30 November 2021. Past performance is not a reliable indicator of future performance. For comparative purposes, the average return of the benchmark net of fees over the last 10 years is 6.30%, 8.95% and 11.58% respectively for the Cautious, Balanced and Adventurous portfolios. Performance is stated net of fees, prior to the deduction of tax.
Affordable & transparent investing
Platform fee
- 0.6%
annual management fee, calculated and charged monthly in arrears.
For example, for a £5,000 investment, the charge would be £2.50 a month.
Portfolio costs
- 0.35-0.5%
Blended costs for shares and funds in the portfolio. This can vary over time as we seek to optimise your investments.
Peace of mind
- Your personal information is bank level encrypted
- Your assets are protected by the Financial Services Compensation Scheme (FSCS) up to a limit of £85,000.
Ready to invest for impact and growth?
Open an ISA
With investing, your capital is at risk
